Crowdstrike Holdings Inc (CRWD)vsQorvo Inc (QRVO)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
QRVO
Qorvo Inc
$116.65
+3.82%
TECHNOLOGY · Cap: $9.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 48% more annual revenue ($5.40B vs $3.64B). QRVO leads profitability with a 11.0% profit margin vs 0.8%. QRVO appears more attractively valued with a PEG of 0.95. QRVO earns a higher WallStSmart Score of 65/100 (C+).
CRWD
Hold43
out of 100
Grade: D
QRVO
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+6.7%
Fair Value
$91.96
Current Price
$116.65
$24.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Earnings expanding 255.6% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : QRVO
The strongest argument for QRVO centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : QRVO
The primary concerns for QRVO are Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while QRVO is a declining play — different risk/reward profiles.
QRVO carries more volatility with a beta of 1.46 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
QRVO scores higher overall (65/100 vs 43/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
Visit Website →Qorvo Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Qorvo is an American semiconductor company that designs, manufactures, and supplies radio-frequency systems for applications that drive wireless and broadband communications, as well as foundry services.
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